PROFESIONALLY MANAGED PORTFO (AKRE)
Institutional ownership reported to the SEC as of Q3 2026, across 5 quarters.
22
Reporting holders
$9.9M
Reported value
0.0%
Calls
0.0%
Puts
-421
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wedmont Private Capital | $1.8M | 33,368 | 0.04% | 4q | -19.4%-$432.5K |
| Longview Financial Advisors, Inc. | $1.3M | 24,098 | 0.73% | 4q | -8.1%-$112.0K |
| Capital Advisors Wealth Management, LLC | $877.4K | 16,659 | 0.10% | 4q | -0.9%-$7.7K |
| Whitcomb & Hess, Inc. | $825.8K | 15,679 | 0.18% | 4q | -2.7%-$22.5K |
| Farther Finance Advisors, LLC | $825.1K | 15,665 | 0.01% | 4q | -9.5%-$86.3K |
| SAPIENT CAPITAL LLC | $818.5K | 15,541 | 0.01% | 4q | -50.2%-$824.5K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $691.2K | 13,123 | 0.44% | 4q | -9.7%-$74.4K |
| Avidian Wealth Enterprises, LLC | $520.0K | 9,873 | 0.01% | new | NEW |
| First Heartland Consultants, Inc. | $461.9K | 8,770 | 0.03% | 4q | HELD |
| CHAPIN DAVIS, INC. | $316.5K | 6,010 | 0.06% | 4q | HELD |
| Breakwater Capital Group | $255.6K | 4,853 | 0.03% | 3q | HELD |
| Fenimore Asset Management Inc | $212.1K | 4,027 | 0.00% | 4q | HELD |
| Capital Planning LLC | $210.5K | 3,997 | 0.06% | 4q | HELD |
| LEGACY SOLUTIONS, LLC | $209.2K | 3,971 | 0.16% | 4q | HELD |
| MassMutual Private Wealth & Trust, FSB | $154.4K | 2,932 | 0.00% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $154.3K | 2,929 | 0.02% | 4q | -9.4%-$16.1K |
| TOMPKINS FINANCIAL CORP | $141.5K | 2,687 | 0.01% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $137.0K | 2,601 | 0.01% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $25.5K | 484 | 0.01% | 4q | HELD |
| GoalVest Advisory LLC | $9.6K | 182 | 0.00% | 3q | -72.2%-$24.9K |
| Byrne Asset Management LLC | $6.1K | 114 | 0.00% | 4q | -46.7%-$5.3K |
| Horizons Wealth Management | $2.1K | 40 | 0.00% | 2q | HELD |
| CX Institutional | $569 | 10,803 | 0.02% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $9.9M | 187,603 | 1 | 0 | 10 | 0.0% |
| Q2 2026 | 443 | $2.2B | 40,798,519 | 34 | 60 | 205 | 0.0% |
| Q1 2026 | 461 | $2.8B | 53,679,076 | 60 | 46 | 212 | 0.0% |
| Q4 2025 | 477 | $4.4B | 76,443,896 | 449 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $968.9K | 14,802 | 1 | 0 | 0 | 0.0% |